Thursday links: a chronic condition
Tadas Viskanta
Abnormal Returns
1 day ago
2 MIN READ
Markets
- CXMT topped Tencent as China’s most valuable company. (bloomberg.com)
- South Korea’s stock market has bounced. (marketwatch.com)
Prediction markets
- Don’t expect many prediction market inside traders to get prosecuted. (nytimes.com)
- Apex is teaming with Kalshi on prediction markets. (wealthmanagement.com)
- Novig doesn’t allow 18-20 year olds on their platform. (wired.com)
Trading
- Charles Schwab ($SCHW) is rolling out single stock futures for customers. (citywire.com)
- EToro agrees to acquire TradeZero. (theblock.co)
- Why Singapore’s stock exchange is a laggard. (economist.com)
Fund management
- Goldman Sachs ($GS) is doubling down on ‘Boomer candy’ ETFs. (wsj.com)
- Mary Childs talks with Amelia Pollard of the FT about the Situational Awareness story. (podcasts.apple.com)
- Why private asset manager M&A is challenging: carried interest. (pitchbook.com)
- Pershing Square is jumping on the pre-IPO fund bandwagon. (fa-mag.com)
AI
- A look at just how much the hyperscalers have committed to new compute. (ft.com)
- What’s the OpenAI device going to look like? (spyglass.org)
- Who is Anthropic’s auditor? (ft.com)
Stay in touch
- Work in wealth management? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Defense
- Why the shortage of interceptors matters. (thebulwark.com)
- What it would take to restock America’s missile stock. (citriniresearch.com)
- General Dynamics ($GD) got $533 million to build artillery shells, but produced none. (propublica.org)
Economy
- Over the last 12 months, PPI is up 4.7% and up 4.2% for core. (axios.com)
- The U.S. economy is at full employment. The federal budget deficit is soaring. (econbrowser.com)
- The K-shaped economy isn’t going anywhere. (newsletter.platypuseconomics.com)
Earlier on Abnormal Returns
- Longform links: replacing the experience. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: passion pursuits. (abnormalreturns.com)
Mixed media
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